Unclaimed
Mark Daly is a financial professional with over 20 years of experience in the financial services industry. Mark is currently registered with Jackson National Life Distributors LLC and holds Series 6, 26, and 63 licenses. Mark is a registered representative in Maine, Massachusetts, New Hampshire, New York, and Vermont. Mark's previous experience includes a role with Fidelity Investments Institutional Services Company, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
TN
03/21/2006 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
RI
05/14/1998 - 04/17/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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